Joseph Wiser is a Principal and Wealth Advisor at CLA (CliftonLarsonAllen), where they focus on creating opportunities through comprehensive wealth advisory and tax planning. With over a decade of experience in the financial industry, Wiser has held notable positions including Regional Director at Farmers Insurance and Financial Services, Director of Client Engagement at Evergreen Gavekal, and Vice President at Whittier Trust Company. Wiser's educational background includes a Bachelor's Degree in Finance from Portland State University and an Executive Education in Organizational Leadership from the University of Southern California's Marshall School of Business. At CLA, Wiser empowers clients to navigate complex financial landscapes and ensure their legacies flourish.
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